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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,316 | $136,860+88.0% | $120,344+113.8% | $154,746+66.3% |
| Participation rate | 0.0% | 79.9%-79.9pp | 76.7%-76.7pp | 80.7%-80.7pp |
| Annual return | 16.79% | 21.38%-4.6pp | 20.30%-3.5pp | 172.34%-155.6pp |
| Employer contribution / active EE | $4,725 | $3,533+33.7% | $3,020+56.5% | $4,379+7.9% |
| Participant deferral / active EE | $21,792 | $5,793+276.2% | $5,135+324.4% | $6,730+223.8% |
| Admin fee / account holder | $30,178 | $15,393+96.1% | $12,742+136.8% | $14,365+110.1% |